Practice

Tiny COLA increases set for 2017; taxable earnings threshold also raised, making tax less regressive.

The regional brokerage firm picked up recruits from Wedbush Securities and Merrill Lynch.

Failed marriages for aging baby boomers has doubled, forcing them to work longer and impacting financial planning, sometimes in the wrong way.

Fee-only advisors seek clarification from the DoL on compliance requirements.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Key steps that can help prevent family conflicts from getting out of hand.

Massachusetts Mutual Life Insurance, Pacific Life Insurance and TIAA are among companies that have been pursuing deals to diversify operations and gain market share from publicly traded rivals.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

Working 30 years instead of 29 will yield a fractional monthly benefit increase — "like by 1/29th" — says an expert, who also notes how get a good idea of future benefit

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.